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Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2151
Berkshire Bank
Massachusetts
$921K -$68.5K -130 -7%
SFP
2152
Sandbox Financial Partners
Maryland
$919K -$24.8K -47 -2%
SRC
2153
Shufro Rose & Co
New York
$919K -$68.5K -130 -7%
PBK
2154
Peoples Bank (Kansas)
Kansas
$918K -$34.2K -65 -3%
NF
2155
Nvest Financial
New Hampshire
$918K +$179K +340 +23%
RF
2156
Rossby Financial
Florida
$915K +$259K +492 +36%
LOWM
2157
Laurel Oak Wealth Management
New Jersey
$913K -$76.9K -146 -7%
NFC
2158
Northstar Financial Companies
Pennsylvania
$913K -$50K -95 -5%
SIC
2159
Sterling Investment Counsel
New York
$910K -$14.7K -28 -2%
EGA
2160
E&G Advisors
Texas
$910K +$4.74K +9 +0.5%
IAS
2161
IMA Advisory Services
Colorado
$909K +$527 +1 +0.1%
LC
2162
LCNB Corp
Ohio
$908K -$527 -1 -0.1%
SWP
2163
Strategic Wealth Partners
Ohio
$905K -$3.69K -7 -0.4%
AC
2164
Aristides Capital
Kentucky
$903K +$183K +348 +24%
SL
2165
Salomon & Ludwin
Virginia
$901K -$74.8K -142 -7%
SMA
2166
Seven Mile Advisory
New Jersey
$901K -$351K -666 -27%
AAM
2167
Augustine Asset Management
Florida
$899K – – –
ABWM
2168
Alpine Bank Wealth Management
Colorado
$897K +$31.6K +60 +3%
CP
2169
Clarendon Private
Massachusetts
$896K -$457K -868 -33%
FAM
2170
Fred Alger Management
New York
$896K -$72.2K -137 -7%
FCA
2171
FLC Capital Advisors
California
$895K +$120K +227 +15%
CAM
2172
Cidel Asset Management
Ontario, Canada
$895K +$276K +525 +41%
NG
2173
Navigation Group
California
$892K +$940K +1,785 New
BM
2174
Brandywine Managers
Delaware
$892K – – –
NCG
2175
Newport Capital Group
New Jersey
$891K +$14.7K +28 +2%
85 86
87
88 89